Fee-for-Service

Personal Financial

Planning Courses

Courses

Building a Fee-for-Service Personal Financial Planning Practice

This is our premier course. Tom and Susan Tillery provide training on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years, as well as written best practices for all operating and planning steps. Optional coaching/mentoring from Tom and Susan also available.

Collaboration

If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you.

Virtual Family Office Services

Do you have clients who own a business or are ultra-high net worth?  They may be a perfect candidate for a virtual family office.

Courses

Virtual Family Office Services

Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for a virtual family office. Discover the vast planning opportunities, workflows, and entity designs that will enable you to offer virtual family office services to business owners and ultra-high net worth clients.   Understand the history of virtual family

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Courses

Collaboration

If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you. Discover how to establish a network of advisers Learn how to build a consistent stream of referrals Build a client

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Courses

Building a Fee-for-Service Personal Financial Planning Practice

This is our premier course: live on-line training with Tom and Susan Tillery on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years,  as well as written best practices for all operating and planning steps. Optional coaching/mentoring

Read More »